NITISH KUMAR
Pune
Summary
Experienced and knowledgeable marketing management professional with a decade of expertise in sales and marketing within the financial products and services industry. Proven success in cross-selling products and services to clients, resulting in significant portfolio growth. Skilled in cultivating relationships with key decision-makers in target organizations to drive revenue. Recognized for innovative thinking and a results-oriented approach, supported by excellent planning, communication, interpersonal, and negotiation skills. Adept in the banking and insurance sectors, with a strong track record of delivering impactful outcomes.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Burgundy Relationship Manager
Axis Bank
09.2017 - Current
- Sales and marketing of financial products and services involving insurance, mutual funds, equity portfolio, portfolio management, assets, cash and others to HNI and retails clients
- Managing cross - selling and up selling of the product to clients in order to achieve revenue targets
- Interviewed customers to obtain about their financial resources and needs, the physical condition of the person or property to be insured and to discuss any existing life insurance coverage
- Ensure the insurance policy requirements are fulfilled including any necessary medical examination and the completion of appropriate forms
- Handling the Clients base of 500 holding portfolio values of 30 crores
- Presented new and additional products and services to existing customers
- Actively listened to customers' requests, confirming full understanding before addressing concerns
Personal Banker
HDFC Bank
10.2015 - 09.2017
- Direct Sales of Financial Products like Life insurance, General Insurance, Mutual funds, Assets, CASA and others
- Networked to increase client base and encourage existing clients to expand financial portfolios
- Helped clients plan for and fund retirements using pensions plans (life insurance products), mutual funds and other options to manage, customize and diversify portfolio
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit
- Approached prospective clients through cold calling and emails to meet sales targets
Relationship Manager
ICICI Securities
08.2014 - 10.2015
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Sales and marketing of financial products and services involving mutual fund, equity portfolio, insurance and others to retail clients
- Acquiring D-mat and trading accounts
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements
- Ensuring towards revenue targets
Education
MBA - Marketing
Indira Institute of Management
Pune05.2014
BBA - Marketing
Magadh University
Patna05.2012
12th -
DAV Public School
Bokaro06.2009
10 -
DAV Public School
Ranchi05.2007
Skills
- Sales and marketing
- Knowledge of Banking Processes
- Expertise in Negotiation Strategies
- Effective Interpersonal Communication
- Service Excellence
- Skilled in Microsoft Office Applications
Certification
- IRDA SP Certification for Life Insurance
- NISM Series V-A Mutual Fund Distributors Certification Examination
Accomplishments
Qualified For MDRT in 2023 & 2024
Languages
English
Hindi
Personal Information
Title: Banking & Finance
Locations
- Ranchi
- Bokaro
- Patna
- Pune
Timeline
Burgundy Relationship Manager
Axis Bank
09.2017 - Current
Personal Banker
HDFC Bank
10.2015 - 09.2017
Relationship Manager
ICICI Securities
08.2014 - 10.2015
- IRDA SP Certification for Life Insurance
- NISM Series V-A Mutual Fund Distributors Certification Examination
MBA - Marketing
Indira Institute of Management
BBA - Marketing
Magadh University
12th -
DAV Public School
10 -
DAV Public School
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